Publications

Strategic Asset Allocation and the Role of Alternative Investments

Douglas Cumming
Lars Helge Hass
Denis Schweizer

Publication date 2013
Original language English

Downloads

View PDF document

Abstract

We introduce a framework for strategic asset allocation with alternative investments. Our framework uses a quantifiable risk preference parameter, λ, instead of a utility function. We account for higher moments of the return distributions and approximate best-fit distributions. Thus, we replace the empirical return distributions with two normal distributions. We then use these in the strategic asset allocation. Our framework yields better results than Markowitz's framework. Furthermore, our framework better manages regime switches that occur during crises. To test the robustness of our results, we use a battery of robustness checks and find stable results.

A triple-accredited business school Association of MBAs | AACSB | EQUIS